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Jessica Erin Liu

Strategic Advisers LLC

Seattle, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Bellevue WA 08/2016 09/2021
Charles Schwab Bank Ssb Bellevue WA 08/2016 09/2021
Fidelity Investments Seattle WA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 09/2021
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 08/2016 → 09/2021
    Charles Schwab Bank Ssb
    Bellevue, WA
  • 09/2021 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
    Seattle, WA
  • 2016-08-17 → 2021-09-14
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 2008-10-06 → 2016-04-08
    Strategic Advisers Llc
    Tukwila, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-04
S63 Uniform Securities Agent State Law Examination 2008-04-19
  • S66 Uniform Combined State Law Examination
    2008-10-04
  • S63 Uniform Securities Agent State Law Examination
    2008-04-19
Other Names
  • Jessica E Liu
  • Jessica E Liu
  • Jessica Erin Liu

View on SEC IAPD

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